Lauren
Lewis
Trust Advisory Group LTD
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About this Advisor
Lauren Lewis is a financial advisor working in Haverhill, Massachusetts. Lewis is currently employed by Trust Advisory Group LTD. Throughout their career, they have worked at Hollister Co, Crystal Lakes Golf Course, Emerson College, Quinn Pr, Edlman Pr, Smartsheet, Michael Page, Datarobot, Empath, Instacart and Ages Financial Services, LTD. Lewis maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Trust Advisory Group LTD is an advisory firm that has its headquarters in Woburn, MA. The investment advisory business has offices in 40 locations and a total of 43 financial advisors. It manages $500 million in total assets between its 2,077 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,077 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on which services are offered. However, fees charged by Trust Advisory Group LTD likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trust Advisory Group LTD Brokerage Details
$499,698,033
43
2,077
$240,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lauren Lewis Work History
Lauren has been registered as a financial advisor for 0 years.*
Ages Financial Services, LTD
Empath
Instacart
Michael Page
Datarobot
Edlman Pr
Quinn Pr
Smartsheet
Quinn Pr
Emerson College
Crystal Lakes Golf Course
Hollister Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trust Advisory Group LTD
Woburn, MA
Ronkonkoma, NY
Arlington, MA
Cos Cob, CT
Morristown, NJ
South Yarmouth, MA
Wilbraham, MA
Haverhill, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
